iShares Russell 2000 Index shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Montgomery Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Montgomery Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $803k | 4.0k | 200.71 |
2023-09-30 | $707k | 4.0k | 176.74 |
2023-06-30 | $749k | 4.0k | 187.27 |
2023-03-31 | $714k | 4.0k | 178.40 |
2022-12-31 | $697k | 4.0k | 174.36 |
2022-09-30 | $660k | 4.0k | 165.00 |
2022-06-30 | $677k | 4.0k | 169.25 |
2022-03-31 | $821k | 4.0k | 205.25 |
2021-12-31 | $890k | 4.0k | 222.50 |
2021-09-30 | $875k | 4.0k | 218.75 |
2021-06-30 | $917k | 4.0k | 229.25 |
2021-03-31 | $884k | 4.0k | 221.00 |
2020-12-31 | $784k | 4.0k | 196.00 |
2020-09-30 | $599k | 4.0k | 149.75 |
2020-06-30 | $573k | 4.0k | 143.25 |
2020-03-31 | $458k | 4.0k | 114.50 |
2019-12-31 | $960k | 5.8k | 165.75 |
2019-09-30 | $877k | 5.8k | 151.42 |
2019-06-30 | $901k | 5.8k | 155.56 |
2019-03-31 | $887k | 5.8k | 153.14 |
2018-12-31 | $776k | 5.8k | 133.98 |
2018-09-30 | $976k | 5.8k | 168.51 |
More positions owned by Montgomery Investment Management
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